Kerry Devaughn is a registered investment advisor at Mdrn Capital, based in Land O Lakes, FL, with 13 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Location
Land O Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerry works as an insurance agent in Florida, selling various insurance products since 2023. This activity takes about a quarter of her time.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Trajan Wealth, L.L.C.
Fisher Investments
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLC
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLCBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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